tylermcclellan
@tylermacro10
Global macro (PM & Research) 20yrs: in Paris now.
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It’s not trump or the people who voted for him who are insufferable It’s all the analysts revealing for us the REAL strategic rationale for his actions It’s ok to just say you voted for him. I don’t also need a fourth-rate master class about a third-rate strategist
LNG feedgas demand rose to a new record high of 17.3 BCF/d yesterday, up more than 4 BCF/d vs 2024. By Wednesday, below-average temperatures will cover the entire Gulf Coast. This makes liquefaction more efficient and, barring unscheduled maintenance, clears the way for feedgas…
just gonna write some raw thoughts and share my lessons learned from this crash yesterday was the worst day I've ever lived in crypto many reasons why, but the biggest one being the fact that so many people I know, respect and like a lot lost 50%, 75% and in some cases, near…
The United States and Vietnam reached a Framework for an Agreement on Reciprocal, Fair, and Balanced Trade, providing preferential market access for substantially all U.S. industrial and agricultural exports to Vietnam. To learn more: ustr.gov/about/policy-o…
🇨🇳🇺🇸On Oct. 25 and 26, Vice Premier #HeLifeng held economic and trade consultations with US Treasury Secretary @SecScottBessent and @USTradeRep Jamieson Greer in Kuala Lumpur. 🔴Guided by the important consensuses reached by the two heads of state in their phone conversations…
It’s not trump or the people who voted for him who are insufferable It’s all the analysts revealing for us the REAL strategic rationale for his actions It’s ok to just say you voted for him. I don’t also need a fourth-rate master class about a third-rate strategist
At least the analysts who were convinced of Trumps plan to decouple form China will now be able to blame the deep state for its failure Always keep the analyst in your heart
In Shanghai we have a tiered system. We pay 0.617 CNY/kWh for the first 3120 kWh in a year 0.667CNY/kWh for the next 1680 kWh and 0.917 CNY/kWh for all consumption above 4800 kWh. So household users with low annual consumption pay less than industrial rates but ones with high…
This is a v big import number for September Im pretty surprised to be honest…
$3.2B of debt to get a contract of $6B No magical equity value flywheel As any reasonable person already knew
TeraWulf completes Senior Secured Notes Offering – $3.2 Billion On October 23, 2025, @TeraWulfInc completed a $3.2 billion private offering of 7.750% Senior Secured Notes due 2030, the largest currently seen in the industry!! The notes, issued at par, will fund the expansion…
Theres an interesting inverse symmetry between homelessness and sports gambling If gambling is bad it should just be privately discouraged. No other policy intervention For the homeless we should have lots of personal compassion, but it should be basically prohibited
Because the podcasts they like are paid for by gambling companies and it makes them feel gross Basically
This makes sense, why should a government have a party and a president
JEFFRIES: TRUMP NOT GIVING GOP LEADERS PERMISSION TO NEGOTIATE
European solar power purchase agreement (PPA) prices slumped for a second consecutive quarter in Q3 as oversupply and price cannibalisation eroded revenues, analytics firm LevelTen Energy said on Thursday. montelnews.com/news/23792116-…
Fascinating nugget I haven’t heard anyone else mention The cash flow of even bonafide billionaires is much more precarious than one would naively suppose…
Downtown Denver boasts multiple office buildings that are owned by a lender. But Columbine Place stands as a dubious anomaly. The tower’s owner has defaulted on its loan — but the lender doesn’t want the building. businessden.com/2025/10/21/col…
Electricity is cheaper in the U.S. than kn China
P&C insurance premiums are so high that one year of no hurricanes or fires is enough to completely right-size the industry
📊 C-Store Transaction Volume Update – Wk end 10/19 Mid-October shows significant transaction declines, particularly vs. 4-week average Data via PDI Technologies 🔹Transaction Count: 32,932,056 🔹Week-over-week: -2.64% 🔹Vs. 4-week average: -6.84% 🔹Year-over-year: -2.16%…
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